JobTread + LeadConnector
Create new LeadConnector opportunities when documents are created in JobTread
When a new document is created in JobTread, this streamlined workflow ensures the related opportunity is promptly added or updated in LeadConnector. It enhances your project management by enabling seamless data flow between the two applications. Helpful for teams keen on real-time accuracy, this setup ensures all new JobTread documents reflect immediately in LeadConnector for improved lead tracking.
When a new document is created in JobTread, this streamlined workflow ensures the related opportunity is promptly added or updated in LeadConnector. It enhances your project management by enabling seamless data flow between the two applications. Helpful for teams keen on real-time accuracy, this setup ensures all new JobTread documents reflect immediately in LeadConnector for improved lead tracking.
- When this happens...Document Created
Triggers when a document is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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